Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,198 | $104,577+93.3% | $76,667+163.7% | $152,909+32.2% |
| Participation rate | 90.5% | 76.6%+13.9pp | 72.1%+18.4pp | 82.5%+8.0pp |
| Annual return | 25.43% | 1014.36%-988.9pp | 1166.74%-1141.3pp | 345.46%-320.0pp |
| Employer contribution / active EE | $8,832 | $3,119+183.2% | $2,303+283.5% | $4,764+85.4% |
| Participant deferral / active EE | $2,877 | $4,237-32.1% | $3,336-13.7% | $5,851-50.8% |
| Admin fee / account holder | $3,385 | $12,290-72.5% | $6,423-47.3% | $11,601-70.8% |